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Wealthfront’s IBM IBM Stock Holding History

Wealthfront’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$2.83M Buy
19,596
+1,260
+7% +$176K 0.03% 96
2018
Q2 		$2.45M Sell
18,336
-6,568
-26% -$916K 0.03% 103
2018
Q1 		$3.65M Buy
24,904
+6,551
+36% +$991K 0.04% 81
2017
Q4 		$2.69M Buy
18,353
+371
+2% +$53.9K 0.03% 90
2017
Q3 		$2.49M Buy
17,982
+6,208
+53% +$865K 0.03% 89
2017
Q2 		$1.73M Sell
11,774
-1,708
-13% -$258K 0.03% 108
2017
Q1 		$2.24M Buy
13,482
+2,697
+25% +$452K 0.04% 75
2016
Q4 		$1.71M Buy
10,785
+2,310
+27% +$352K 0.04% 82
2016
Q3 		$1.29M Buy
8,475
+1,786
+27% +$271K 0.03% 85
2016
Q2 		$971K Buy
6,689
+2,090
+45% +$299K 0.03% 98
2016
Q1 		$666K Sell
4,599
-4,187
-48% -$535K 0.02% 118
2015
Q4 		$1.16M Sell
8,786
-3,600
-29% -$484K 0.04% 78
2015
Q3 		$1.72M Buy
12,386
+5,068
+69% +$748K 0.07% 57
2015
Q2 		$1.14M Buy
7,318
+2,135
+41% +$343K 0.05% 52
2015
Q1 		$795K Buy
5,183
+1,417
+38% +$215K 0.04% 51
2014
Q4 		$578K Sell
3,766
-1,497
-28% -$238K 0.03% 63
2014
Q3 		$955K Buy
5,263
+2,067
+65% +$377K 0.07% 36
2014
Q2 		$576K Buy
3,196
+554
+21% +$99.7K 0.05% 34
2014
Q1 		$491K Buy
+2,642
New +$465K 0.06% 24

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealthfront's IBM Position: Q3 2018 in Review

Wealthfront increased its IBM (IBM) stake by 6.9% in Q3 2018, buying an estimated $176K and bringing the position to 19,596 shares worth $2.83M. The position accounts for 0.03% of the portfolio, ranked #96.

Wealthfront first reported a position in IBM in Q1 2014 and has held it in 19 quarters since. The position peaked at $3.65M in Q1 2018. 1,924 funds tracked by Wall St. Rank hold IBM as of Q3 2018.

  • Wealthfront held 19,596 shares of IBM worth $2.83M as of Q3 2018.
  • Wealthfront bought 1,260 IBM shares in Q3 2018, an estimated $176K.
  • IBM made up 0.03% of Wealthfront's portfolio in Q3 2018, its #96 holding.
  • Wealthfront first reported a position in IBM in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's IBM position peaked at $3.65M in Q1 2018.
  • 1,924 funds tracked by Wall St. Rank held IBM as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.